BTW

Boston Trust Walden Portfolio holdings

AUM $12.2B
1-Year Est. Return 12.45%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+12.45%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$13.6B
AUM Growth
-$390M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
403
New
Increased
Reduced
Closed

Top Buys

1
+$68.3M
2
+$57.8M
3
+$54.5M
4
GDDY icon
GoDaddy
GDDY
+$47M
5
FTNT icon
Fortinet
FTNT
+$32.4M

Top Sells

1
+$52.5M
2
+$51.9M
3
+$51.4M
4
NTRS icon
Northern Trust
NTRS
+$42.6M
5
MSFT icon
Microsoft
MSFT
+$41.8M

Sector Composition

1 Technology 25.47%
2 Financials 15.29%
3 Industrials 14.96%
4 Healthcare 12.66%
5 Consumer Discretionary 8.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$10.6M 0.08%
94,452
-14,671
202
$10M 0.07%
72,016
-28,306
203
$9.53M 0.07%
49,359
-24,604
204
$8.93M 0.07%
29,964
+90
205
$8.75M 0.06%
44,123
-315
206
$8.6M 0.06%
26,078
+246
207
$8.55M 0.06%
173,295
-76,050
208
$8.05M 0.06%
165,250
-146,375
209
$7.96M 0.06%
60,663
-68
210
$7.82M 0.06%
32,819
211
$7.72M 0.06%
35,426
-17,362
212
$7.46M 0.05%
13,645
-2,757
213
$7M 0.05%
12,342
+245
214
$6.57M 0.05%
20,023
215
$6.38M 0.05%
47,652
-3,099
216
$6.35M 0.05%
67,667
+725
217
$6.32M 0.05%
14,142
-109
218
$5.96M 0.04%
25,726
+48
219
$5.95M 0.04%
21,620
-280
220
$5.64M 0.04%
29,594
-53,026
221
$5.37M 0.04%
106,482
-118,990
222
$5.29M 0.04%
120,296
-178,541
223
$4.96M 0.04%
52,054
-85,690
224
$4.91M 0.04%
66,912
+10,340
225
$4.77M 0.04%
17,425
-982
7 8
9
10 11